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Stanton Verdon Green

Capital Analysts

Danvers, MA

Lincoln Investment

Danvers, MA

Fort Washington, PA

Cambridge, MA

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Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-05-09
  • MA RA
    APPROVED
    Since 2016-05-09

Branch Locations

7 Federal Street Suite 31, Danvers, MA 01923 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2011-03-15
  • FL RA
    APPROVED
    Since 2011-03-15

Branch Locations

7 Federal Street Suite 31, Danvers, MA 01923 • United States

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

Cambridge, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Planning, Inc. Waltham MA 03/2011 Present
  • 03/2011 → Present
    Lincoln Investment Planning, Inc.
    Waltham, MA
Previous Registrations
  • 2009-08-07 → 2011-03-02
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Cambridge, MA
  • 2008-07-24 → 2009-07-07
    Cuna Brokerage Services, Inc.
    Burlington, MA
    Chelsea, MA
    Waverly, IA
  • 2004-05-25 → 2008-05-19
    Equitable Advisors, Llc
    Wellesley, MA
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-06
S63 Uniform Securities Agent State Law Examination 2003-08-27
  • S65 Uniform Investment Adviser Law Examination
    2003-11-06
  • S63 Uniform Securities Agent State Law Examination
    2003-08-27
Other Names
  • Stanton Green

View on SEC IAPD

Other Firms

ONEDIGITAL
RBC CAPITAL MARKETS, LLC
JANNEY MONTGOMERY SCOTT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORTIS CAPITAL ADVISORS, LLC
NVEST FINANCIAL, LLC

Other Investors

CAMAY KWONG PASCUCCI
KATELYNN JULIE KENDALL
Zachary Delano
DOUGLAS TILGHMAN WILSON
Mark Patrick Sullivan
JAMES FRANKEL HORROCKS
SEAN PATRICK GIBBONS
SHANE POULIN

Other Offices

ONEDIGITAL · Danvers, MA
RBC CAPITAL MARKETS, LLC · DANVERS, MA
JANNEY MONTGOMERY SCOTT LLC · Danvers, MA
ROBERT W. BAIRD & CO. INCORPORATED · Danvers, MA
CETERA INVESTMENT ADVISERS LLC · DANVERS, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Danvers, MA
FORTIS CAPITAL ADVISORS, LLC · Danvers, MA
NVEST FINANCIAL, LLC · DANVERS, MA

More in Danvers, MA

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